Max Becker is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180
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Regulatory History (1)
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Customer Dispute
July 2009Settled
Other Business Activities
Max owns rental property in Aventura, FL, since 2017. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
September 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - October 2019 · 7 yrs
Wells Fargo Clearing Services, LLCBroker
September 2012 - October 2019 · 7 yrs 1 mo
Edward JonesBroker
September 2012 - September 2012 · 0 mos
Bianco Financial INC.Broker
June 2011 - May 2012 · 11 mos
Dominick & Dominick LLCBroker
March 2010 - June 2011 · 1 yr 3 mos
Vectorglobal WmgBroker
January 2009 - March 2010 · 1 yr 2 mos
Atlas One Financial Group, LLCBroker
February 2005 - February 2009 · 4 yrs
State Registrations17 states
CACOCTDEFLGAILMANJNYOHPATXVAVirgin IslandsWAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.